Taylor Money

The Taylor Money App is your secure digital gateway to everything you need to manage your wealth planning.

Exclusively available to clients of Taylor Money, the app is powered by Moneyinfo and designed to give you a complete, real-time view of your portfolio and total wealth, while also offering secure communication and a central hub to store your most important documents.

Your wealth, all in one place.

Here’s what the Taylor Money App can do for you:

• View your portfolio and total wealth at a glance Instantly see how your investments are performing, track your assets, and understand your overall financial position, all via one intuitive dashboard.

• Message Securely Communicate directly with the Taylor Money team through the app’s encrypted messaging system. Ask questions, share updates, and send documents confidentially and conveniently.

• Upload and store key documents Upload copies of your wills, insurance policies, powers of attorney, and other essential documents where they will be kept safe and accessible. Everything is organised and easy to find when you or your loved ones need it most.

• Stay informed and in control Whether you're planning for retirement, managing your estate, or simply keeping track of your finances, the app helps you stay connected and in control anytime, anywhere.

If you are a Taylor Money client and do not yet have access to the app, please contact us at enquiries@taylormoney.com to get started.